QuarterlyNVIDIA Report , of course, could not ignore the question of 28-nm process technology influence on the financial performance of the company.
Jensen Huang explained that the deficit of 28 nm graphics is due to planning errors . According to him, 28 nm process from TSMC should be great that all clients immediately after release . NVIDIA underestimated this factor, now receives less than 28 nm products than necessary. In the current quarter, the situation begins to improve, but the balance of supply and demand will come before the end of the year.
At the same time Jensen Huang dismisses suggestions of analysts that the transition to a new calculations model for the services of TSMC is able to undermine NVIDIA profitability. According to him, graphics processors Kepler as effective from an economic point of view that the deficit in the absence of productive capacity in an instant, they will achieve excellent financial results. Comparing GeForce GTX 680 with the closest competitor, Huang said that NVIDIA product is 10% faster, 20% smaller and 22% more efficient in energy terms.
Generally, throughout the reporting conference, NVIDIA head constantly repeated that the more graphics Kepler company can produce, the better it will become financial performance. The success of NVIDIA Corporation in the coming quarters, in this sense, will depend largely on the ability of TSMC to ensure sufficient volume of 28 nm solutions.